Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9B
AUM Growth
+$7.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,375
New
Increased
Reduced
Closed

Top Buys

1
+$582M
2
+$97.9M
3
+$90.7M
4
MRK icon
Merck
MRK
+$78.8M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$74.6M

Top Sells

1
+$3.23B
2
+$2.67B
3
+$1.71B
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.65B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.44B

Sector Composition

1 Technology 15.01%
2 Financials 8.22%
3 Healthcare 7.85%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$369K ﹤0.01%
+5,605
1752
$368K ﹤0.01%
+4,341
1753
$367K ﹤0.01%
12,216
+2,078
1754
$367K ﹤0.01%
2,249
+408
1755
$366K ﹤0.01%
+19,025
1756
$366K ﹤0.01%
+2,797
1757
$366K ﹤0.01%
+6,074
1758
$366K ﹤0.01%
+6,481
1759
$366K ﹤0.01%
+1,482
1760
$365K ﹤0.01%
29,058
+1,500
1761
$364K ﹤0.01%
299
+31
1762
$364K ﹤0.01%
+4,133
1763
$364K ﹤0.01%
22,826
+5,595
1764
$362K ﹤0.01%
1,137
+283
1765
$362K ﹤0.01%
+92,158
1766
$362K ﹤0.01%
+18,776
1767
$362K ﹤0.01%
12,211
+1,315
1768
$361K ﹤0.01%
+15,366
1769
$360K ﹤0.01%
8,110
1770
$360K ﹤0.01%
+2,292
1771
$359K ﹤0.01%
+9,770
1772
$359K ﹤0.01%
+7,135
1773
$359K ﹤0.01%
+7,219
1774
$356K ﹤0.01%
15,025
-279,041
1775
$354K ﹤0.01%
4,054
+1,075
69 70
71
72 73